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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,562 | $136,860-29.4% | $120,344-19.8% | $154,746-37.6% |
| Participation rate | 69.2% | 79.9%-10.7pp | 76.7%-7.5pp | 80.7%-11.5pp |
| Annual return | 12.56% | 21.38%-8.8pp | 20.30%-7.7pp | 172.34%-159.8pp |
| Employer contribution / active EE | $1 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,382 | $5,793+44.7% | $5,135+63.2% | $6,730+24.5% |
| Admin fee / account holder | $17,071 | $15,393+10.9% | $12,742+34.0% | $14,365+18.8% |